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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,425 | $71,873+113.5% | $86,698+77.0% | $68,490+124.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 35.43% | 3.54%+31.9pp | 35.96%-0.5pp | -7.85%+43.3pp |
| Employer contribution / active EE | $8,682 | $2,173+299.5% | $2,837+206.1% | $2,597+234.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,248 | $6,110-14.1% | $7,492-30.0% | $5,403-2.9% |